Questions?

They are answered by the XTRF community and our experts

0
Answered

Margin 1 and 2

Åsa H 3 years ago in Home Portal / Smart Projects updated 3 years ago 2

We work in Smart projects.

To be able to measure costs, we have added our PM:s as "vendors" (Linked with users) and add a cost for project management for each project. This means that the calculated magin in xtrf includes both internal and external costs. Now we are looking for a way to create a report for the margin after external costs only, as well as one after external and internal costs. That is, Margin 1 and 2.

Any suggestions to how we could do this?

 

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Answered

How to invoice to a different client after the project is closed

Ainhoa 3 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 3

We're having some trouble invoicing to some of our clients because sometimes we have a main client that orders the services and at the end of the month, this client send us a list in which we can find all the information about what project belongs to what client (they have 6 different companies, with different addresses and different VAT numbers). 

Any idea on how to change the client in the invoicing phase once the project is closed?

Any help will be much appreciated.

Thanks :) 

Answer

Hi Ainhoa,

I'm not sure if this is different when working with Smart projects., but we handle this situation by grouping the customers in a client group. You can link Offices for the main client under Customer > Main Data > Offices. When the customers are linked in this way, it is possible to change the client in the invoice stage to one of the other Offices in the invoice's Client Data section.

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Answered

How do you set system to send a reminder to vendor when deadline is close?

Clarice M. 3 years ago in Home Portal / Smart Projects updated 3 years ago 2

Somehow it is sending the XTRF administrator a reminder and not the Vendor. Also, administrator is receiving an email notification when the client deadline is close, even though projects are closed.

0
Under review

How do you reopen a job to add a PO number?

Hi,

At the moment, when a vendor uploads the deliverables to the portal and presses the 'I finished the job' button, the project on XTRF is automatically closed. This happens when the job is the last step of the workflow. How do you disable this? As I would like the project to still be opened since I need to check files and also if it has been closed I couldn't find a way to enter new details such as a PO number (which sometimes is delivered to us after the job is finished). Currently, the system is not set to send files automatically to clients.

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Answered

Files not being shared automatically between jobs

Clarice M. 3 years ago in Home Portal / Smart Projects updated by Marcela 2 years ago 12

Hi,

So I'm having this problem where I have to manually share files from one job to the next one, even though on the right panel I have written down the XX will receive jobs from XX for example and XX will send files to XX. Am I missing something? It's very annoying to keep doing so manually. I'm assuming there is some setting that I missed, however it is still very misleading that the system is telling you that it will be sharing files automatically and it doesn't..

Answer

Dear Marcela,

The problem is that categories in this process are not consistent. Which means that if Translator uploaded CAT package (return) there was no way of sharing it with the editor automatically.

Here is a video that should help you out with adding this particular file category.

Video for file categories

Be aware that I did not amend the changes that are shown in the video.

Have a great 

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Answered

Smart Projects default Project Coordinator not respond to settings

Angelo 3 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 2

The settings allow default project coordinator to be logged-in user.  But this does not work for Smart Projects, please fix this bug.  I have been asked to make this a suggestion in Echo in order to get the attention of your development team. 

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Answered

Finding uninvoiced jobs

Hi all,


What is the "correct" way of listing all jobs by a certain vendor that haven't been invoiced? It's easy in the vendor module, but I haven't found an easy way to do display that metric as a PM. I realize this may be a dumb question, but I haven't been able to find a solution.


Thanks!

Answer
Thijs Senten 3 years ago

In the jobs view, you can filter on Invoiced = no & on vendor. That should give you the information you need. If you don't see those filters, try editing your view and add them.



0
Under review

when I have a multilingual project I still can add only one freelancer for all these languages. How to add a freelancer per language?

Alina 3 years ago in Home Portal / Smart Projects updated by Jesus Angel Morato Morato 1 month ago 2

when I have a multilingual project I still can add only one freelancer for all these languages. How to add a freelancer per language?

Answer

Please study our Basic Guide to Project Management. What you are asking about is explained in the clip about Job Splitting.

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Answered

When is project confirmation is sent to client

Hi, there is an event in Xtrf to send an email:

E-mail/Text Message to Client: When project confirmation is sent to client

When is this fired? Or is it only manually when you click on the edit and send button?

0
Under review

Modify Volume in a project

Can the Volume (source word) in "Project" be modified in e.g. page or any other value?